Job Description

If you are client and banker-focused and possess analytical, strategic development, and leadership skills, and have a passion for small businesses then a role as a Business Banking Incentive Strategy Director is for you.

As the head of National Sales Incentive Strategy in Business Banking, you will be responsible for setting the strategy and governance for incentive plans and field/centralized role design across Business Banking, including 9 distinct plans for Business Banking Sales team (e.g. BRMs, Sr. Acquisition BRM, Sr, Deepening BRM, Sr. BSB and SBRM roles). You will partner with National Sales, Segment Owners, Finance, HR, Product/Channel leaders, and Risk & Controls to ensure incentive design and role/coverage models are aligned to business priorities, support a strong client and employee experience, and are executed with discipline and transparency. This includes ownership of incentive design principles, oversight of annual and in-year plan cycles, and a data-driven approach to evaluating plan effectiveness and outcomes. You will provide key insights—both positive and negative—into performance drivers and field behaviors to inform continuous improvements in incentive and role design, and you will drive conversations on initiatives needed to improve productivity, simplify execution, and strengthen governance.

Job responsibilities

• Drive field incentive strategy and governance, including annual and in-year plan cycles, calibration, documentation, and rollout readiness across centralized and field sales roles (e.g.BRM, BSB, SBRM).
• Provide full transparency to Business Banking leadership and key partners on incentive performance, attainment distributions, and plan effectiveness, highlighting drivers, risks, and opportunities.
• Partner with Sales leadership, Segment Owners, Finance, HR, Product/Channel Owners, and Functions to define objectives, align measures and mechanics, drive prioritization, and deliver cohesive execution.
• Design role guidance and coverage/operating model standards to enable clear accountability and improved productivity across centralized, specialized, and field sales as well as One Chase partners.
• Adhere to rules, policies, and regulations associated with product, pricing, risk, and customer management; ensure incentive and role designs promote a strong control environment and the safety and soundness of our business
• Manage a high performing direct and matrix team supporting the business

Required qualifications, skills and capabilities

• Minimum of 15 years management and leadership experience, including experience leading teams and delivering results through a matrixed organization.
• Demonstrated ability to lead and implement change in a fast paced and complex environment, including translating business priorities into incentive and role design decisions and execution plans.
• Familiarity with incentive design mechanics (measures, thresholds, leverage, caps, scorecards) and governance.
• Strategic thinker with a willingness to focus on details and process; able to create clear design principles, governance, and repeatable operating rhythms.
• A strong analytical and financial acumen, with the ability to assess pay-for-performance, plan economics, performance distributions, and behavior signals.
• Proven ability to influence and collaborate across a highly matrixed organization, including senior Sales, HR, Finance, Product/Channel, and Risk & Controls stakeholders.
• Proven ability promoting a strong control environment by adhering to risk/control expectations, procedures, and processes, including disciplined documentation and governance.

Preferred qualifications, skills and capabilities

• Experience supporting both centralized and field sales models, including multi-role coverage and handoff/referral motions.
• Experience partnering with Finance/HR/Risk/Controls and leading field-facing change management and partnering across Product/Channel teams to ensure incentives and role design reinforce desired client and field outcomes.

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans